Jonathan Weber, CRPC

Assistant Vice President - Investments

Our Advisory Process

We will guide you through a step-by-step planning process to help create an investment plan tailored to your personal goals.

1. Listen and understand. We will sit down with you to listen to your goals and concerns, taking the time to understand your needs and objectives before creating an investment strategy based on your financial picture.

2. Develop your plan. Next, we will craft an investment strategy that aligns with your goals, time horizon, and risk tolerance. You will receive an executive Investment Summary with recommendations for your portfolio.

3. Implement your plan. Together, we will discuss and refine your plan until you are comfortable with the strategy and recommendations. We will then implement your plan, selecting the most suitable investments from a wide range of options and investment managers.

4. Review and communicate. We will review your strategy and track your progress. We consider ongoing communication to be the foundation of our trusted relationship. Timely communications include statements, newsletters, market updates and commentary via email. We are available for additional meetings upon request to review your portfolio or discuss other items or concerns as they arise.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, FL, HI, ID, IN, KY, MO, NC, NJ, NV, OH, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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